How is Sigman Financial Fitness® compensated?
Sigman Financial Fitness® departs from a monthly or retainer–based billing system in favor of contracting for pre–paid blocks of time. Most clients require about five hours to get started.
Lauren's team is comprised of experienced CPA's, tax specialists, estate planners insurance brokers, mortgage brokers and investment managers. Referrals to these professionals are made based on your needs. Clients directly contract with these professionals, although Lauren is also happy to work with a client's team already in place.
Fee–only money management services are provided by All Season Financial Advisors, an independent registered investment advisor with over $100 million in assets under management. Headed by Lauren's investment management partner, strategist Samuel F. Jones and a talented team of money managers, the diverse investment strategies at All Season Financial Advisors are uniquely designed to manage market risk through trading and hedging techniques, making them especially suited for today's volatile markets.
All Season Financial Advisors is an independent, fee–only investment advisor and is not compensated by commissions from any brokerage company. Lauren is an employee of All Season Financial Advisors. Lauren holds a Colorado Life and Health Insurance license and can receive third party referral fees. She does charge clients a reduced fee for time spent obtaining these products if they are purchased through Lauren's team of independent professionals.
Financial Planning FAQ:
How is Sigman Financial Fitness® different from most financial planners?
